About Us

Mike founded Oak Wealth Advisors LLC in 2008. Mike’s passion for helping people led him to open the firm so that families seeking experienced and objective financial advice could access the same quality of service that has traditionally been available only to the wealthy.

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Randi counsels families with special needs members and develops the materials that are used to assist them in maximizing their opportunities. Her passion, training, and experience provide her with a unique set of skills for connecting with our clients and delivering strategies.

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Jan enhances our service to our clients. She interacts with clients and our other trusted relationships on a regular basis. She ensures prompt responses to client inquiries and simplified paperwork related to their investment management.

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